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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,952 | $105,623-97.2% | $87,502-96.6% | $273,972-98.9% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | 18.09% | 12.26%+5.8pp | 12.21%+5.9pp | 41.46%-23.4pp |
| Employer contribution / active EE | $159 | $3,141-95.0% | $2,550-93.8% | $4,869-96.7% |
| Participant deferral / active EE | $301 | $3,601-91.6% | $3,149-90.4% | $5,287-94.3% |
| Admin fee / account holder | $1,543 | $4,781-67.7% | $4,221-63.4% | $10,133-84.8% |